Jefferies Financial Group
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Jefferies Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jefferies Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9,062
Closed -$781K – 1878
2026
Q2 		$781K Sell
9,062
-118
-1% -$9.9K 0.01% 1078
2026
Q1 		$668K Buy
9,180
+210
+2% +$16.3K ﹤0.01% 1083
2025
Q4 		$729K Buy
8,970
+18
+0.2% +$1.46K ﹤0.01% 1218
2025
Q3 		$716K Hold
8,952
– – ﹤0.01% 978
2025
Q2 		$654K Sell
8,952
-9,048
-50% -$596K 0.01% 837
2025
Q1 		$1.11M Sell
18,000
-4,710
-21% -$318K 0.01% 776
2024
Q4 		$1.55M Sell
22,710
-60
-0.3% -$4.03K 0.01% 755
2024
Q3 		$1.46M Sell
22,770
-432
-2% -$26.8K 0.01% 677
2024
Q2 		$1.45M Sell
23,202
-1,230
-5% -$71.7K 0.02% 636
2024
Q1 		$1.4M Sell
24,432
-2,778
-10% -$153K 0.01% 702
2023
Q4 		$1.41M Buy
27,210
+930
+4% +$44.9K 0.01% 835
2023
Q3 		$1.19M Buy
26,280
+1,866
+8% +$88.1K 0.01% 770
2023
Q2 		$1.15M Buy
24,414
+7,782
+47% +$337K 0.01% 863
2023
Q1 		$691K Sell
16,632
-2,472
-13% -$96.1K 0.01% 1004
2022
Q4 		$679K Buy
+19,104
New +$703K ﹤0.01% 967

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Mather Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jefferies Financial Group's VUG Position: Q3 2026 in Review

Jefferies Financial Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2026, closing a stake of 9,062 shares — an estimated $781K sold.

Jefferies Financial Group first reported a position in VUG in Q4 2022 and held it in 15 quarters. The position peaked at $1.55M in Q4 2024. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Jefferies Financial Group reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 9,062 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $781K.
  • Jefferies Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's Vanguard Morningstar Growth ETF position peaked at $1.55M in Q4 2024.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.